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Nicolás Navarro
Al final de este proyecto, estarás en la capacidad de crear tu primer CRM (Customer Relationship Management) en HubSpot, donde podrás hacer seguimiento de todas las interacciones con tus clientes y prospectos, podrás establecer recordatorios, escribir notas, hacer seguimiento de todos los correos, llamadas o reuniones que realizas con ellos. Todo en un sólo lugar. Este proyecto es apto para un nivel de habilidad básico usando HubSpot o para quienes no conocen aún esta herramienta.
Read more
Al final de este proyecto, estarás en la capacidad de crear tu primer CRM (Customer Relationship Management) en HubSpot, donde podrás hacer seguimiento de todas las interacciones con tus clientes y prospectos, podrás establecer recordatorios, escribir notas, hacer seguimiento de todos los correos, llamadas o reuniones que realizas con ellos. Todo en un sólo lugar. Este proyecto es apto para un nivel de habilidad básico usando HubSpot o para quienes no conocen aún esta herramienta.
Read more
Al final de este proyecto, estarás en la capacidad de crear tu primer CRM (Customer Relationship Management) en HubSpot, donde podrás hacer seguimiento de todas las interacciones con tus clientes y prospectos, podrás establecer recordatorios, escribir notas, hacer seguimiento de todos los correos, llamadas o reuniones que realizas con ellos. Todo en un sólo lugar. Este proyecto es apto para un nivel de habilidad básico usando HubSpot o para quienes no conocen aún esta herramienta.
Hacer seguimiento a tus clientes y prospectos a través de un CRM es imprescindible para lograr contactarlos en el momento correcto, con el mensaje correcto y, de esta manera, cerrar más ventas. Además, permite a las empresas pronosticar ingresos, medir la productividad del equipo de ventas e informar sobre las fuentes de ingresos.
Register for this course and see more details by visiting:
OpenCourser.com/course/goltu0/crea
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What's inside
Syllabus
Visión general del proyecto
Al final de este proyecto, estarás en la capacidad de crear tu primer CRM (Customer Relationship Management) en HubSpot, donde podrás hacer seguimiento de todas las interacciones con tus clientes y prospectos y podrás establecer recordatorios, escribir notas, hacer seguimiento de todos los correos, llamadas o reuniones que realizas con ellos.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Este proyecto es apto para un nivel de habilidad básico usando HubSpot o para quienes no conocen aún esta herramienta
Al final de este proyecto, estarás en la capacidad de crear tu primer CRM (Customer Relationship Management) en HubSpot, donde podrás hacer seguimiento de todas las interacciones con tus clientes y prospectos, podrás establecer recordatorios, escribir notas, hacer seguimiento de todos los correos, llamadas o reuniones que realizas con ellos
Hacer seguimiento a tus clientes y prospectos a través de un CRM es imprescindible para lograr contactarlos en el momento correcto, con el mensaje correcto y, de esta manera, cerrar más ventas
Save this course
Save Crea tu primer embudo de conversión y CRM con HubSpot to your list so you can find it easily later:
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Crea tu primer embudo de conversión y CRM con HubSpot with these
activities:
Revise your notes
Show steps
Reviewing your notes helps you strengthen your memory and understanding of the course material.
Browse courses on
CRM
Show steps
-
Go through your notes
-
Highlight important concepts
-
Make summaries of each topic
Follow along with HubSpot tutorials
Show steps
Following along with HubSpot tutorials provides you with step-by-step guidance and helps you learn how to use the CRM effectively.
Browse courses on
CRM
Show steps
-
Access the HubSpot Academy website
-
Choose a relevant tutorial
-
Follow the instructions and complete the exercises
Create sample CRM records
Show steps
Creating sample CRM records helps you understand how to use the HubSpot CRM and manage customer data effectively.
Browse courses on
CRM
Show steps
-
Create a new HubSpot account
-
Add sample contacts, companies, and deals
-
Practice tracking interactions and setting up reminders
Four other activities
Expand to see all activities and additional details
Show all seven activities
Join a CRM study group
Show steps
Joining a CRM study group provides you with opportunities to discuss the course material, ask questions, and learn from others.
Browse courses on
CRM
Show steps
-
Find a study group that meets your schedule
-
Attend study group meetings regularly
-
Participate in discussions and share your insights
Attend a CRM industry event
Show steps
Attending a CRM industry event allows you to connect with professionals in the field and learn about the latest trends and innovations.
Browse courses on
CRM
Show steps
-
Research upcoming CRM industry events
-
Register for an event that aligns with your interests
-
Attend sessions and workshops
-
Network with other attendees
Write a blog post about CRM best practices
Show steps
Writing a blog post about CRM best practices helps you reinforce your understanding of the topic and share your knowledge with others.
Browse courses on
CRM
Show steps
-
Research CRM best practices
-
Write an outline for your blog post
-
Create high-quality content
-
Edit and proofread your post
-
Publish and promote your blog post
Develop a CRM implementation plan
Show steps
Developing a CRM implementation plan helps you apply your knowledge of CRM to a real-world scenario.
Browse courses on
CRM
Show steps
-
Define the business objectives for using a CRM
-
Research and select a CRM system
-
Develop a plan for implementing the CRM system
-
Create a timeline and budget for the implementation
-
Present your plan to stakeholders
Revise your notes
Show steps
Reviewing your notes helps you strengthen your memory and understanding of the course material.
Browse courses on
CRM
Show steps
Show steps
Show steps
- Go through your notes
- Highlight important concepts
- Make summaries of each topic
Follow along with HubSpot tutorials
Show steps
Following along with HubSpot tutorials provides you with step-by-step guidance and helps you learn how to use the CRM effectively.
Browse courses on
CRM
Show steps
Show steps
Show steps
- Access the HubSpot Academy website
- Choose a relevant tutorial
- Follow the instructions and complete the exercises
Create sample CRM records
Show steps
Creating sample CRM records helps you understand how to use the HubSpot CRM and manage customer data effectively.
Browse courses on
CRM
Show steps
Show steps
Show steps
- Create a new HubSpot account
- Add sample contacts, companies, and deals
- Practice tracking interactions and setting up reminders
Four other activities
Expand to see all activities and additional details
Show all seven activities
Join a CRM study group
Show steps
Joining a CRM study group provides you with opportunities to discuss the course material, ask questions, and learn from others.
Browse courses on
CRM
Show steps
Show steps
Show steps
- Find a study group that meets your schedule
- Attend study group meetings regularly
- Participate in discussions and share your insights
Attend a CRM industry event
Show steps
Attending a CRM industry event allows you to connect with professionals in the field and learn about the latest trends and innovations.
Browse courses on
CRM
Show steps
Show steps
Show steps
- Research upcoming CRM industry events
- Register for an event that aligns with your interests
- Attend sessions and workshops
- Network with other attendees
Write a blog post about CRM best practices
Show steps
Writing a blog post about CRM best practices helps you reinforce your understanding of the topic and share your knowledge with others.
Browse courses on
CRM
Show steps
Show steps
Show steps
- Research CRM best practices
- Write an outline for your blog post
- Create high-quality content
- Edit and proofread your post
- Publish and promote your blog post
Develop a CRM implementation plan
Show steps
Developing a CRM implementation plan helps you apply your knowledge of CRM to a real-world scenario.
Browse courses on
CRM
Show steps
Show steps
Show steps
- Define the business objectives for using a CRM
- Research and select a CRM system
- Develop a plan for implementing the CRM system
- Create a timeline and budget for the implementation
- Present your plan to stakeholders
Career center
Learners who complete Crea tu primer embudo de conversión y CRM con HubSpot will develop knowledge and skills
that may be useful to these careers:
Customer Relationship Management (CRM) Specialist
Customer Relationship Management (CRM) Specialist
CRM Specialists implement and manage CRM systems to help businesses track and manage customer interactions and data. This course can provide a foundation in CRM principles and HubSpot, a popular CRM platform. By learning how to create and manage a CRM in HubSpot, individuals can gain the skills needed to succeed as a CRM Specialist.
Marketing Automation Specialist
Marketing Automation Specialist
Marketing Automation Specialists use software and tools to automate marketing tasks, such as email campaigns, social media marketing, and lead generation. HubSpot is a leading marketing automation platform, and this course can provide individuals with the skills needed to use HubSpot effectively in their role as a Marketing Automation Specialist.
Salesforce Administrator
Salesforce Administrator
Salesforce Administrators are responsible for managing and customizing Salesforce, a popular cloud-based CRM system. This course can provide individuals with the skills needed to create and manage a CRM in HubSpot, which can be a valuable asset for those who wish to pursue a career as a Salesforce Administrator.
Business Analyst
Business Analyst
Business Analysts gather and analyze data to help businesses improve their processes and make better decisions. CRM systems are a valuable source of data for business analysts, and this course can provide individuals with the skills needed to extract and analyze data from HubSpot.
Project Manager
Project Manager
Project Managers plan, execute, and close projects. CRM systems can be used to track project progress and manage project teams. This course can provide individuals with the skills needed to use HubSpot to manage projects more effectively.
Sales Manager
Sales Manager
Sales Managers lead and manage sales teams. CRM systems are essential for sales managers to track sales performance and manage customer relationships. This course can provide individuals with the skills needed to use HubSpot to improve sales performance and customer satisfaction.
Marketing Manager
Marketing Manager
Marketing Managers plan and execute marketing campaigns. CRM systems can be used to track marketing campaign performance and manage customer relationships. This course can provide individuals with the skills needed to use HubSpot to improve marketing campaign performance and customer satisfaction.
Customer Success Manager
Customer Success Manager
Customer Success Managers help customers achieve their goals and get the most value from their products or services. CRM systems are essential for customer success managers to track customer progress and manage customer relationships. This course can provide individuals with the skills needed to use HubSpot to improve customer success and satisfaction.
Account Manager
Account Manager
Account Managers manage relationships with key customers. CRM systems are essential for account managers to track customer interactions and manage customer relationships. This course can provide individuals with the skills needed to use HubSpot to improve customer relationships and drive revenue.
Sales Representative
Sales Representative
This course may be helpful for Sales Representatives, who are responsible for selling products or services to customers. CRM systems are essential for sales representatives to track sales leads and manage customer relationships. HubSpot is a popular CRM platform, and this course can provide individuals with the skills needed to use HubSpot effectively in their role as a Sales Representative.
Business Development Representative
Business Development Representative
This course may be helpful for Business Development Representatives, who are responsible for generating new business leads and developing customer relationships. CRM systems are essential for business development representatives to track leads and manage customer relationships. HubSpot is a popular CRM platform, and this course can provide individuals with the skills needed to use HubSpot effectively in their role as a Business Development Representative.
Technical Support Specialist
Technical Support Specialist
This course may be helpful for Technical Support Specialists, who are responsible for providing technical support to customers. CRM systems can be used to track customer support requests and manage customer relationships. HubSpot is a popular CRM platform, and this course can provide individuals with the skills needed to use HubSpot effectively in their role as a Technical Support Specialist.
Project Coordinator
Project Coordinator
This course may be helpful for Project Coordinators, who are responsible for coordinating projects and ensuring that they are completed on time and within budget. CRM systems can be used to track project progress and manage project teams. HubSpot is a popular CRM platform, and this course can provide individuals with the skills needed to use HubSpot effectively in their role as a Project Coordinator.
Operations Manager
Operations Manager
This course may be helpful for Operations Managers, who are responsible for overseeing the day-to-day operations of a business. CRM systems can be used to track business processes and manage customer relationships. HubSpot is a popular CRM platform, and this course can provide individuals with the skills needed to use HubSpot effectively in their role as an Operations Manager.
Data Analyst
Data Analyst
This course may be helpful for Data Analysts, who are responsible for collecting, analyzing, and interpreting data to help businesses make better decisions. CRM systems are a valuable source of data for data analysts, and this course can provide individuals with the skills needed to extract and analyze data from HubSpot.
For more career information including salaries, visit:
OpenCourser.com/course/goltu0/crea
Reading list
We've selected eight books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Crea tu primer embudo de conversión y CRM con HubSpot.
Este libro ofrece una visión general integral de los conceptos y tecnologías de CRM, proporcionando una comprensión profunda de los fundamentos y las mejores prácticas de la gestión de relaciones con los clientes.
Este libro ofrece una introducción a la automatización de marketing, que es esencial para nutrir clientes potenciales y mejorar la eficiencia de las campañas de marketing. Proporciona información sobre plataformas y estrategias de automatización.
Este libro proporciona una base sólida para el marketing por correo electrónico, que es un canal esencial para nutrir clientes potenciales y cerrar ventas. Cubre estrategias, mejores prácticas y aspectos técnicos de las campañas de correo electrónico.
Este libro explora los principios psicológicos que influyen en las decisiones y el comportamiento humanos. Ofrece información sobre cómo utilizar estos principios de manera ética para construir relaciones sólidas con los clientes y cerrar más ventas.
Este libro cubre el marketing de contenidos, que es esencial para atraer y educar a los clientes potenciales. Proporciona estrategias y técnicas para crear contenido valioso y atractivo para diferentes plataformas.
Save
Este libro se centra en Salesforce Sales Cloud, brindando una guía práctica para configurar, personalizar y utilizar la plataforma. Es útil para profesionales de ventas que buscan optimizar sus procesos y mejorar la productividad.
Este libro ofrece una visión general del marketing en redes sociales, que es un componente importante para atraer y nutrir clientes potenciales. Proporciona información sobre plataformas, estrategias y herramientas para optimizar las campañas en redes sociales.
Este libro clásico ofrece principios atemporales para el éxito personal y profesional. Es una lectura valiosa para cualquier persona que busque mejorar sus habilidades interpersonales y de comunicación, que son cruciales para construir relaciones sólidas con los clientes.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/goltu0/crea
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Effort
1 hora
Level
Introductory
Via
Coursera
Institution
Coursera Project Network
Instructor
Nicolás Navarro
Language
Español
Good to know
Este proyecto es apto para un nivel de habilidad básico usando HubSpot o para quienes no conocen aún esta herramienta
Al final de este proyecto, estarás en la capacidad de crear tu primer CRM (Customer Relationship Management) en HubSpot, donde podrás hacer seguimiento de todas las interacciones con tus clientes y prospectos, podrás establecer recordatorios, escribir notas, hacer seguimiento de todos los correos, llamadas o reuniones que realizas con ellos
Hacer seguimiento a tus clientes y prospectos a través de un CRM es imprescindible para lograr contactarlos en el momento correcto, con el mensaje correcto y, de esta manera, cerrar más ventas
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